Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Russon is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has been in the financial services industry since 2006 and has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, and institutions. Christopher holds Series 7 and Series 63 licenses. Christopher specializes in providing financial planning, investment management, and retirement planning services. Christopher's areas of expertise include investment management, retirement planning, and financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/29/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOCA RATON FL)
FL
06/29/2012 - 09/20/2022
CITIGROUP GLOBAL MARKETS INC. (PLANTATION FL)
NY
10/30/2009 - 07/10/2012
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
04/22/2008 - 10/09/2009
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
07/05/2007 - 04/17/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
NY
01/25/2007 - 06/29/2007
MAXIMUM FINANCIAL INVESTMENT GROUP, INC. (NEW YORK NY)
NY
06/20/2006 - 01/19/2007
GREAT EASTERN SECURITIES, INC. (SYOSSET NY)
NY
03/06/2006 - 05/30/2006
COMMERCE ONE FINANCIAL INC. (SYOSSET NY)
IA
Issued 05/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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